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Can I Create A Customer Without An Order?

Yes. Add a customer on their own when you want to keep their details before there's a job, such as a lead who asked for a call back. You can add an order for them at any time later.

Add a Customer

  1. Go to Customers > Add Customer.
  2. Enter a First Name and Last Name, or a Company for a business.
  3. Fill in the address, phone numbers, email and preferences you have. They are all optional.
  4. Click Add customer.

The customer's page opens. All your customers are listed under Customers > View Customers, and you can find any of them with the search box at the top of every page.

Add an Order Later

Open the customer and click Add a new order under Customer Orders. See Can a customer have multiple orders?

Orders > Add Order also lets you add a new customer and their first order in one step.